SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,011 | -27.7% | 931 | -24.2% | 0.01% | -26.7% |
| Q2 2023 | $87,209 | +5.0% | 1,228 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $83,064 | +4.1% | 1,224 | +0.7% | 0.02% | 0.0% |
| Q4 2022 | $79,799 | +45.1% | 1,216 | +33.3% | 0.02% | +50.0% |
| Q3 2022 | $55,000 | -3.5% | 912 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | -40.6% | 908 | -28.3% | 0.01% | -75.6% |
| Q1 2022 | $96,000 | -7.7% | 1,267 | -2.2% | 0.04% | -8.9% |
| Q4 2021 | $104,000 | – | 1,295 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 498,318 | $19,559,000 | 12.67% |
| Brouwer & Janachowski, LLC | 501,958 | $20,113,000 | 10.86% |
| Legacy Wealth Management, Inc | 839,037 | $33,620,000 | 9.43% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 163,411 | $6,548,000 | 8.27% |
| SVA Wealth Management, LLC | 1,152,237 | $46,170,000 | 7.99% |
| Sharkey, Howes & Javer | 262,531 | $10,520,000 | 7.34% |
| Financial Management Professionals, Inc. | 352,400 | $14,120,000 | 7.24% |
| Kernodle & Katon Asset Management Group, LLC | 178,194 | $7,140,000 | 6.84% |
| WealthTrust-Arizona, LLC | 271,170 | $10,865,000 | 6.54% |
| Moisand Fitzgerald Tamayo, LLC | 168,942 | $6,770,000 | 5.82% |